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Clearstead Advisors’s C3.ai AI Stock Holding History

Clearstead Advisors’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.3K Buy
4,102
+2,087
+104% +$19.8K ﹤0.01% 1597
2026
Q1 		$17K Sell
2,015
-140
-6% -$1.5K ﹤0.01% 1483
2025
Q4 		$29.1K Sell
2,155
-195
-8% -$3.11K ﹤0.01% 1593
2025
Q3 		$40.7K Buy
2,350
+863
+58% +$18K ﹤0.01% 1343
2025
Q2 		$36.5K Buy
1,487
+137
+10% +$3.13K ﹤0.01% 1395
2025
Q1 		$28.4K Buy
1,350
+800
+145% +$22.7K ﹤0.01% 1317
2024
Q4 		$18.9K Buy
550
+150
+38% +$4.66K ﹤0.01% 1405
2024
Q3 		$9.69K Hold
400
– – ﹤0.01% 1588
2024
Q2 		$11.6K Hold
400
– – ﹤0.01% 1520
2024
Q1 		$9.98K Buy
400
+300
+300% +$8.42K ﹤0.01% 1056
2023
Q4 		$2.87K Buy
100
+50
+100% +$1.38K ﹤0.01% 1243
2023
Q3 		$1.28K Hold
50
– – ﹤0.01% 1323
2023
Q2 		$1.82K Hold
50
– – ﹤0.01% 1173
2023
Q1 		$1.68K Sell
50
-450
-90% -$9.21K ﹤0.01% 1165
2022
Q4 		$5.59K Buy
500
+20
+4% +$250 ﹤0.01% 972
2022
Q3 		$6K Buy
480
+150
+45% +$2.69K ﹤0.01% 946
2022
Q2 		$6K Hold
330
– – ﹤0.01% 974
2022
Q1 		$7K Sell
330
-64
-16% -$1.54K ﹤0.01% 1028
2021
Q4 		$12K Buy
394
+200
+103% +$8.1K ﹤0.01% 907
2021
Q3 		$9K Buy
194
+30
+18% +$1.53K ﹤0.01% 953
2021
Q2 		$10K Hold
164
– – ﹤0.01% 794
2021
Q1 		$11K Hold
164
– – ﹤0.01% 766
2020
Q4 		$23K Buy
+164
New +$22K ﹤0.01% 605

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Clearstead Advisors's AI Position: Q2 2026 in Review

Clearstead Advisors increased its C3.ai (AI) stake by 104% in Q2 2026, buying an estimated $19.8K and bringing the position to 4,102 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Clearstead Advisors first reported a position in AI in Q4 2020 and has held it in 23 quarters since. The position peaked at $40.7K in Q3 2025. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Clearstead Advisors held 4,102 shares of C3.ai worth $37.3K as of Q2 2026.
  • Clearstead Advisors bought 2,087 C3.ai shares in Q2 2026, an estimated $19.8K.
  • C3.ai made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1597 holding.
  • Clearstead Advisors first reported a position in C3.ai in Q4 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's C3.ai position peaked at $40.7K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.